Ameriprise Financial has an exciting opportunity for a Senior Financial Analyst role supporting the banking products! This position would conduct business performance analysis, incorporate trend analysis to assess business implications, and focus on analyzing and managing data to support business decisions. The position would become the SME/owner of data sources and files and be able to readily access data required to answer business and finance related information requests. The position would also support the forecasting, planning, and decision support processes.
Key Responsibilities
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Create routine reporting by driving variance analysis – focus on providing business context. Assist in developing commentary around business results. Perform independent analysis using multiple data sources to derive root cause and track benefits of past.
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Develop, improve, and run forecasting/planning models and perform variance analysis.
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Independently develop simple to sophisticated models to forecast the future implication of business decisions. Independently perform postmortem analysis of impact of past business decisions.
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Coherently review forecasts and analyses with management. Review CBA’s (Cost Benefit Analysis) and identify issues to be resolved prior to approval.
Required Qualifications
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Bachelor's degree (or equivalent) in a financial or quantitative field.
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3-5 years of proven experience.
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Previous experience in financial or analytical role.
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Consistently demonstrate the ability to complete financial modeling tasks and financial analysis using spreadsheets and/or other tools.
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Experience applying accounting and financial concepts to interpret and solve business problems.
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Able to build outputs that support decisions.
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Strong communication skills, with ability to verbally present findings to management.
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Ability to complete advanced financial modeling tasks and financial analysis using spreadsheets and/or other tools.
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Must have strong interpersonal and business skills to support CBA and new advisor offer processes.
Preferred Qualifications
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MBA or other advanced degree/certification.
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Experience in building relationships that influence and establish credibility across an organization – to business partners, senior finance leadership, other finance areas, etc.
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Experience in banking preferred.
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Finance
Line of Business
FIN Finance
What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.
We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Learn how you can build your career at Ameriprise Financial.
*Ameriprise Financial Q2 2020 Statistical Supplement
All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.
By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
